Products
© Fiskil 2026. All rights reserved.
Wealth Management
Portfolio Aggregation
Wealthy clients have assets spread across multiple institutions. Fiskil aggregates bank accounts, investments, and financial assets to provide a complete portfolio view for better wealth management.
Clients have assets across multiple banks, brokers, and super funds, making it impossible to see their total financial picture.
Assets scattered across 5-10+ financial institutions
No single view of total wealth and net worth
Difficult to analyze total portfolio allocation
Can't identify overlapping investments or concentration risk
Advisors make decisions without complete information
Connect to banks, brokers, and super funds to aggregate all financial assets in one comprehensive portfolio view.
Connect bank accounts, investment accounts, superannuation, and other assets from 100+ institutions.
Aggregate all assets into unified portfolio with real-time valuations.
Automatically classify assets by type (cash, equities, fixed income, property, etc.).
Track total portfolio performance across all holdings and institutions.
Add comprehensive wealth aggregation to your wealth management platform.
Client authorizes access to bank accounts, investment accounts, and superannuation through CDR.
API retrieves account balances, investment holdings, and transaction history from all sources.
Assets are automatically classified and valued at current market prices.
Present unified portfolio dashboard showing total wealth, allocation, and performance.
Portfolio values update in real-time as market prices change.
Automatic calculation of portfolio allocation across asset classes.
Track portfolio performance over time with historical data.
Track cost basis for investments to calculate capital gains.
Aggregate dividends, interest, and other investment income.
Group accounts by purpose (retirement, education, investment) for custom views.
A digital wealth platform aggregates client assets for holistic financial planning.
Result: Advisors provide better advice with complete asset visibility, increasing AUM by 35%.
A family office dashboard aggregates wealth across 15+ accounts and institutions.
Result: Family saves $50k annually in accounting fees with automated wealth reporting.
A robo-advisor aggregates external holdings to optimise total portfolio allocation.
Result: Improved portfolio optimisation increased client returns by 0.8% annually.
GET /accountsGET /investments/holdingsGET /portfolio/aggregatedGET /portfolio/performanceAccount balances
Investment holdings
Asset valuations
Asset classifications
Performance metrics
Income and distributions
OAuth 2.0 / CDR consent
Yes
Bank accounts, investment accounts, superannuation, term deposits, and other financial assets from CDR-enabled institutions.
Investment holdings are valued at current market prices with real-time or end-of-day updates.
Currently supports Australian institutions. International asset tracking requires manual entry.
Assets are classified by type and aggregated to show percentage allocation across asset classes.
Yes, with client consent, advisors can access aggregated portfolios for advice and management.
Up to 7 years of transaction and holding history depending on institution data retention.
Yes, when the super fund is CDR-enabled, super balances and holdings can be aggregated.
Fintech
Enable users to connect and view all their bank accounts in one place. Fiskil's account aggregation API provides real-time access to accounts, balances, and transactions from 100+ Australian banks.
Wealth Management
Track investment performance across all holdings and institutions. Monitor returns, analyze asset allocation, and optimise portfolio performance automatically.
Wealth Management
Calculate and track net worth automatically from aggregated financial accounts. Monitor wealth growth over time with automated asset and liability tracking.
Join hundreds of companies using Fiskil to power their wealth management applications. Get started today with our developer-friendly API.
Products
© Fiskil 2026. All rights reserved.